![David Raymond Thompson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. David R.
Thompson is Director of Client Advisor at Brown, Shipley & Co. Ltd. Mr. Thompson joined the firm in May 2014 providing a full range of investment and wealth management services to clients.
He has over 25 years’ experience within the industry.
He previously worked at Coutts in a number of roles including Senior Wealth Manager providing comprehensive advice to HNW individuals, Head of Client Service and Head of Sports and Entertainment.
Mr. Thompson holds a number of financial services qualifications including the Investment Advice Certificate, Merit in Private Client Investment Advice and Management and CeMap.
Former positions of David Raymond Thompson
| Companies | Position | End |
|---|---|---|
Brown, Shipley & Co. Ltd.
 Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Portfolio Manager-Equities | 2022-07-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
39
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Finance |
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